On the CitiDirect navigation bar, click Maintenance, and then click Liquidity Support. The Liquidity Support Summary Form appears.
Click the Fast Track Tab. A list of all available liquidity structures that you may modify appears.
Select the liquidity structure to which you want to add accounts. Only one structure may be selected. Note: To find a specific liquidity structure, click Other Options, and then click Search.
Click Go to Structure. The Define Structure Form appears. All accounts within the selected liquidity structure are listed in the form of a tree diagram. Note: Click the plus sign (+) to the left of an account number to view account relationships within the structure.
Select the account to which the new accounts are to be added. Note: New accounts will be inserted directly below the selected account.
Click Add Account. The List of Available Accounts dialog box, listing your entitled accounts that are not currently within this liquidity structure, appears.
Select the accounts that you want to add. To select multiple accounts, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.
Click OK. The Define Structure Form appears with the added accounts listed below the tier of the selected account.
Click Submit. The modified structure moves to the next step in the workflow process, as defined by Flow Control requirements.
Notes:
If an intermediate account is added to a Concentration structure, the effective date of any linked sub-accounts cannot precede the effective date for the intermediate header.
The maximum number of tiers is defined for the Product Type and the Branch. If you attempt to exceed the maximum number of tiers, the following message appears: "Maximum number of Tiers Exceeded." When this occurs, it is not possible to add the accounts to the structure.